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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1051
Pin Oak Investment Advisors
Texas
$20K – – –
CIM
1052
Contravisory Investment Management
Massachusetts
$20K +$19.9K +230 New
WWP
1053
WR Wealth Planners
Missouri
$19.2K +$19K +219 New
PO
1054
Private Ocean
California
$19K +$260 +3 +1%
MFA
1055
McClarren Financial Advisors
Pennsylvania
$19K +$346 +4 +2%
FCT
1056
First Community Trust
Iowa
$19K +$1.3K +15 +8%
FMP
1057
Financial Management Professionals
Texas
$19K +$3.98K +46 +28%
CFD
1058
Creative Financial Designs
Indiana
$19K +$8.57K +99 +83%
RG
1059
Retirement Group
California
$19K +$18.4K +213 New
BCM
1060
Blume Capital Management
California
$18K -$2.33M -26,958 -99%
MAWCM
1061
Mine & Arao Wealth Creation & Management
California
$18K – – –
TFM
1062
TFC Financial Management
Massachusetts
$18K – – –
TF
1063
TimeScale Financial
Massachusetts
$18K – – –
TC
1064
Trust Company
Kansas
$18K – – –
WWM
1065
Wolff Wiese Magana
California
$18K – – –
WBC
1066
West Branch Capital
Massachusetts
$18K +$4.33K +50 +33%
SC
1067
Sawyer & Company
Massachusetts
$18K +$17.3K +200 New
ADL
1068
Asset Dedication LLC
California
$17K -$19.4K -224 -53%
CAM
1069
Close Asset Management
United Kingdom
$17K – – –
BCMLT
1070
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K +$17.5K +202 New
TFO
1071
Tarbox Family Office
California
$16K – – –
AFG
1072
Albion Financial Group
Utah
$16K +$7.79K +90 +99%
OLVIG
1073
Oliver Lagore Vanvalin Investment Group
Michigan
$16K +$15.6K +180 New
LWANC
1074
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K – – –
RWM
1075
Raffa Wealth Management
District of Columbia
$14.6K -$7.19K -83 -33%
41 42
43
44 45